8月11日，期货市场刚一开盘，碳酸锂期货所有合约便全线涨停，涨幅达8%，并一举拉动多晶硅、工业硅等多个 反内卷工业品期货品种大涨。 作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 锂矿概念股，再迎高光时刻。 | 名称 | 现价 | 涨幅结]◆ | 成交额 | | --- | --- | --- | --- | | 1 碳酸锂2511 | 81000 | 48.00% | 30.80亿 | | വ 多脂硅2511 | 22982 | +6.34% | 915.0亿 | | 3 工业硅2511 | 9000 | +4.83% | 296.1亿 | | 4 红枣2601 | 11682 | +3.32% | 215.2亿 | | 5 焦煤2601 | □1256.0 勾股大数据.99% | | 1743亿 | | 6 合成橡胶2... | 11785 | +2.48% | 81.21亿 | | 7 棕榈油2509 | 9218 | +2.29% | 515.1亿 | | 8 将碱2509 | 2492 | +2.26% | 148.3亿 | | a 焦炭2509 | 1681.0 ...

Market Overview - A-shares experienced a broad increase on August 11, with the Shanghai Composite Index reaching a new high for the year, marking six consecutive days of gains [1] - The Shanghai Composite Index rose by 0.34% to 3647.55 points, while the Shenzhen Component Index increased by 1.46% to 11291.43 points, and the ChiNext Index surged by 1.96% to 2379.82 points [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18501 billion, an increase of 1135 billion from the previous day [1][2] Sector Performance PEEK Materials - The PEEK materials sector saw significant gains, with companies like Huami New Materials and Shuangyi Technology hitting the 20% daily limit up, and others like Zhongyan New Materials rising approximately 15% [6][8] - PEEK materials are recognized for their low density, high strength, and chemical stability, making them essential for lightweight humanoid robots, enhancing their performance and reliability [8] AI Industry Chain - Stocks in the AI industry chain were notably active, with companies like Weirgao and Dazhu Laser reaching the 20% limit up, and others like Tiancheng Technology and Luyiguangdian also showing strong performance [10][12] - The recent release of OpenAI's GPT-5 is expected to accelerate AI applications and commercialization, benefiting internet companies and enhancing the AI investment landscape [10][12] Lithium Mining - The lithium mining sector saw a collective rise, with companies like Ganfeng Lithium and Tianqi Lithium reaching their daily limit up, indicating strong market interest [14][16] - The expiration of mining permits for certain lithium projects is expected to impact domestic lithium carbonate production by nearly 12%, potentially leading to a tightening supply and higher lithium prices [16]

格隆汇8月11日｜A股市场锂矿股集体大涨，其中，江特电机(002176)涨停，天齐锂业(002466)、中矿资 源(002738)逼近涨停，盛新锂能、威领股份涨超8%，融捷股份(002192)、永兴材料(002756)涨超7%，雅 化集团(002497)、西藏矿业(000762)涨超6%，赣锋锂业(002460)、盐湖股份、西藏珠峰(600338)涨超 5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002176 | 江特电机 | | 10.01 | 148亿 | 17.14 | | 002466 | 天空锂业 | 1 | 9.85 | 736亿 | 35.91 | | 002738 | 中矿资源 | → | 9.06 | 310亿 | 22.85 | | 002240 | 盛新锂能 | | 8.59 | 167亿 | 32.08 | | 002667 | 威领股份 | | 8.31 | 32.53 乙 | 26.60 | | 002192 | 融捷股份 | 1 | 7.20 | 101亿 | ...

板块方面，当天A股多数行业板块收涨。根据金融数据服务商东方财富的统计，以锂为代表的能源金属 板块上涨5.03%，领涨A股所有行业板块。个股方面，盛新锂能、天齐锂业、赣锋锂业股价收获涨停板 (涨幅约10%)。 消息面上，宁德时代11日在投资者互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停开采 作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产。此外，碳酸锂期货主力 合约价格当天大涨。 中新社北京8月11日电 (记者 陈康亮)中国A股11日(周一)放量上涨，主要股指悉数飘红收官。其中，上证 指数当天小幅上涨，再创收盘点位的年内新高。 截至当天收盘，上证指数报3647点，涨幅为0.34%；深证成指报11291点，涨幅为1.46%；创业板指报 2379点，涨1.96%。沪深两市成交总额约18270亿元人民币，较上一个交易日放量约1167亿元人民币。 光大证券分析师王招华表示，宁德时代的上述锂矿产量较大，该锂矿的停产带来一定的供给端扰动，短 期有望推升锂价，利好相关上市公司。(完) ...

格隆汇8月11日｜天齐锂业(002466)(002466.SZ)今日涨停，换手率5.69%，成交额37.2亿元。龙虎榜数据 显示，深股通净买入6925万元；游资"方新侠"为买一席位，净买入1.76亿元。上榜席位全天买入6.63亿 元，卖出2.82亿元，合计净买入3.81亿元。 | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占息成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | 1 | 中信证券股份有限公司西安朱雀大街证券营业部 | 187 33.33% | 0 | 17651.14 | 4.74% | 14.06 | 0.00% | 17637.07 | | 2 | 深殿通专用 | 532 45.49% | b | 16736.41 | 4.50% | 9811.90 | 2.64% | 6924.50 | | 3 | 国投证券股份有限公司西安朱雀大街证券营业部 | 18次 27.78% | ▲ | ...

融资融券数据显示，该股最新（8月8日）两融余额为31.08亿元，其中，融资余额为31.01亿元，融券余 额为722.69万元。近5日融资余额合计增加2.95亿元，增幅为10.50%，融券余额合计增加93.10万元，增 幅14.79%。（数据宝） 天齐锂业8月11日交易公开信息 天齐锂业今日涨停，全天换手率5.69%，成交额37.20亿元，振幅4.73%。龙虎榜数据显示，机构净买入 2868.93万元，深股通净买入6924.50万元，营业部席位合计净买入2.83亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.58%上榜，机构专用席位净买入2868.93万元，深股 通净买入6924.50万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交9.44亿元，其中，买入成交额为6.63亿 元，卖出成交额为2.82亿元，合计净买入3.81亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、卖二，合计买入金额9741.77万 元，卖出金额6872.84万元，合计净买入2868.93万元，深股通为第二大买入营业部及第一大卖出营业 部，买入金额为1.67亿元，卖出金额为9811.90万元， ...

Market Overview - The market showed strong fluctuations throughout the day, with the ChiNext Index rising over 2% at one point. Lithium mining stocks experienced a collective surge, with companies like Tianqi Lithium and Ganfeng Lithium hitting the daily limit. The Xinjiang sector continued its strong performance, with Xinjiang Communications Construction and Xinjiang Torch also reaching the limit. The PEEK material concept saw significant gains, with companies like Zhongxin Fluorine Materials and Jinfat Technology hitting the limit. Computing hardware stocks also showed strength, with Shenghong Technology reaching a historical high. In contrast, gold stocks collectively adjusted, with Chifeng Jilong Gold falling over 5%. Overall, more than 4,200 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 1.85 trillion yuan [1]. Key Highlights Lithium Battery Sector - The lithium battery sector saw a significant rise, with stocks like Jiangte Motor and Tianqi Lithium hitting the daily limit. The catalyst for this surge was the announcement from CATL regarding the suspension of mining operations at its Yichun project due to the expiration of its mining license, which is currently under renewal. This follows previous announcements of production halts from various lithium mining companies due to regulatory issues. As a result, the price of battery-grade lithium carbonate increased by 8,000 yuan, averaging 78,000 yuan per ton, and lithium carbonate futures also saw an 8% increase [4][5][6]. Domestic Chip Sector - The domestic chip sector experienced a notable increase, with stocks like Hongtian Co., Haili Co., and Wantong Development hitting the daily limit. Dongxin Co. has seen over a 100% increase in its stock price over the past ten trading days. The delivery of the 500th stepper lithography machine by Shanghai Chip Micro Technology Co. was highlighted, which has a 35% global market share and a 90% domestic market share. This machine is crucial for advanced packaging technologies [6][7]. Robotics Sector - The robotics sector remained active, with companies like Beiwai Technology and Zhongxin Fluorine Materials hitting the daily limit. The 2025 World Robot Conference opened in Beijing, where industry leaders noted a significant growth trend in the robotics industry, with many companies reporting a 50%-100% increase in performance [8][9]. Other Active Sectors - Other sectors such as computing power, pharmaceuticals, and military industry continued to show activity, while gold and film sectors experienced declines [11].

热门板块方面 盘面上，大型科技股涨跌互现，阿里巴巴涨1.89%，百度涨0.81%。以太币创2021年来新高，比特币再 度突破12万美元，加密货币相关概念股大涨；宁德时代（300750）江西锂矿确认停产，"锂矿双雄"放量 走强；重大项目持续推进，水泥股继续活跃；苹果概念、纸业股、奶牛养殖标的等走高。另一边，黄金 关税乌龙引发金价波动，黄金股集体下挫；博彩股、餐饮股、芯片股多数疲软。 港股今三大指数今日走势不一，恒指早盘探底回升，国指及恒科指午后均震荡转跌。截止收盘，恒生指 数涨0.19%或47.99点，报24906.81点，全日成交额为2009.02亿港元；恒生国企指数跌0.08%，报8888.08 点；恒生科技指数跌0.01%，报5460.02点。 东吴证券表示，对港股持谨慎乐观态度，认为港股还处在震荡向上趋势中，下行有底。继续关注潜在增 配资金风偏。该行认为，南向资金还有提高仓位潜力；市场持续关注红利，自下而上寻找景气行业；尽 管市场明显提高了美联储降息的预期，促进股票市场反弹，但不能忽视对等关税或有风险；中长期看， 依旧担心海外上行风险。 蓝筹股表现 比亚迪（002594）电子(00285)领涨蓝筹。截至 ...

智通财经APP获悉，港股今三大指数今日走势不一，恒指早盘探底回升，国指及恒科指午后均震荡转 跌。截止收盘，恒生指数涨0.19%或47.99点，报24906.81点，全日成交额为2009.02亿港元；恒生国企指 数跌0.08%，报8888.08点；恒生科技指数跌0.01%，报5460.02点。 东吴证券表示，对港股持谨慎乐观态度，认为港股还处在震荡向上趋势中，下行有底。继续关注潜在增 配资金风偏。该行认为，南向资金还有提高仓位潜力；市场持续关注红利，自下而上寻找景气行业；尽 管市场明显提高了美联储降息的预期，促进股票市场反弹，但不能忽视对等关税或有风险；中长期看， 依旧担心海外上行风险。 蓝筹股表现 招银国际研报指出，美国总统特朗普宣布计划对半导体进口征收100%关税，但承诺在美进行大规模投 资的企业将可获得豁免。特朗普表示，由于苹果公司承诺未来四年将在美投资增加至6,000亿美元，其 产品将获得关税豁免。虽然官方细节尚未公布，但该行认为此豁免政策将对智能手机及AI伺服器供应 链领域产生积极影响。整体而言，该行认为苹果/三星/AI伺服器销售占比较高的企业将受益，如瑞声科 技、比亚迪电子、立讯精密、鸿腾精密及蓝思 ...

格隆汇8月11日｜天齐锂业(002466.SZ)今日涨停，换手率5.69%，成交额37.2亿元。龙虎榜数据显示，深股通净买入6925万元；游资"方新侠"为买一席位，净 买入1.76亿元。上榜席位全天买入6.63亿元，卖出2.82亿元，合计净买入3.81亿元。 | | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 中信证券股份有限公司西安朱雀大街证券营业部 | 18次 33.33% | 2 | 17651.14 | 4.74% | | 2 | 深股通专用 | 532次 45.49% | ▶ | 16736.41 | 4.50% | | 3 | 国投证券股份有限公司西安朱雀大街证券营业部 | 18次 27.78% | | 14024.22 | 3.77% | | 4 | 机构专用 | 1514次 43.92% | | 9741.77 | 2.62% | | 5 | 广发证券股份有限公司郑州农业路证券营业部 | 45次 48.89% | ▶ | 5029 ...